Tax Administrator

Location: Santa Barbara, CA (On-site)

About SteelPeak Wealth

At SteelPeak Tax Consulting, we're not your average tax firm. We go beyond number crunching—we partner with businesses and high-net-worth individuals year-round to develop smart tax strategies that save them money and reduce stress. As our firm grows, we're looking for a friendly, detail-driven Tax Administrator to be the first point of contact for our clients and the organizational backbone of our office.

Position Overview

You'll play a key role in keeping our office running smoothly and our team on track:

• Front Desk Management – Welcome clients, answer calls/emails, and maintain a professional and inviting environment.
• Scheduling & Calendar Coordination – Keep our tax professionals organized by managing client appointments and internal schedules.
• Document Handling – Collect and organize tax documents, ensure paperwork is complete, and support timely submissions.
• Tax Return Processing Support – Review submissions, flag missing information, and assist with client follow-up.
• Administrative Support – Handle billing and data entry, maintain accurate client records, and provide day-to-day support to the tax team.
• Office Coordination – Manage supplies, process mail, and ensure seamless office operations.

Qualifications

• 2 years of administrative or receptionist experience (bonus if it’s in a tax/accounting or legal firm)
• Organized, detail-oriented, and confident juggling multiple tasks
• Clear and professional communication, both written and verbal
• Comfortable with Microsoft Office, CRM systems, and open to learning new tools
• Team player who thrives in a collaborative environment

Why Join SteelPeak?

• Collaborative, supportive team environment
• Long-term professional growth within a client-focused firm
• Exposure to diverse and sophisticated financial situations
• Paid Time Off
• 401(k) with company match
• Medical, dental, and vision insurance